If you have one of our Connect modules, you will have an Associations tab on each Payer. This dictates how your clients are tied to content from your matter management software's database.
- Go to Payers in the left navigation bar
- Use Search to locate an existing payer and click Edit or create a new payer.
- Go to the Associations tab
- Click + to Add Association
- Use the dropdown in the Search By dropdown to set your search criteria
- Enter specifi customers and set specific parameters for what you want them to be able to see. You can limit them to a specific Client Name, Matter Number, etc.
- Check the box(es) to select the result(s) you would like to use
- Click the Create Association button
- Repeat this process until all necessary restrictions have been set